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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,778 | $148,623-28.2% | $135,974-21.5% | $139,466-23.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.66% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,618 | $8,103-55.4% | $7,760-53.4% | $6,712-46.1% |
| Admin fee / account holder | $12,981 | $12,406+4.6% | $10,767+20.6% | $11,409+13.8% |